Cypress: Budget Smarter

Know where your money went. Decide where it goes. Cypress links your banks, cards, and brokerages, sorts every transaction into a budget you control, and answers questions about your money in plain English. Four screens cover a whole financial life: Budget, Accounts, Analysis, and Invest. BUDGET — ASSIGN THE MONTH BEFORE YOU SPEND IT Give every category an amount, then watch what's left move as transactions land. • Start from a template — Aggressive Saver, Debt Payoff, Student Starter — and reshape it, or build your categories from scratch • Category groups, spending limits, and savings goals that reset monthly or build toward a balance • Move money between categories mid-month without breaking the plan • Split a transaction across categories, or set a merchant rule once and it files itself from then on • Scheduled and recurring transactions, so bills show up before they hit ACCOUNTS &…